How to Add a New Referral Agency
NOTE: Users must have Setup enabled to perform this task.
- Navigate to Setup > Field Values Program.
- Select the Program from the drop down menu.
- Select Demographics for the Group. (Use the dropdown arrow to search or type in Demographics)
- Select Referral Agency for Field Name. (Click magnifying glass icon to search and filter)
- To add a new Referral Agency, select +New Value:
- If you need to deactivate a Referral Agency, locate the agency on the list and uncheck the Active check box: